At McKinley Carter Wealth Services, we have worked hard to earn a trusted reputation; therefore, MCWS is honored to announce our second certification with CEFEX, the Centre for Fiduciary Excellence, LLC.

Our Retirement Plan Services division earned this honor in 2018; and just last month, we finalized the examination process to earn the designation for our Nonprofit Advisory Services division.

CEFEX is an independent global assessment and certification organization. Its mission is to promote and verify excellence by assessing and certifying conformity to high professional standards of conduct.

Our CEFEX certification means we understand the importance of having a documented investment process, thereby helping promote our client’s confidence that their investment strategies are being prudently organized, formalized, implemented and monitored. Additionally, our firm is being annually monitored by an independent third party, which effectively helps our clients manage their fiduciary obligations.

This demonstrates our commitment to comprehensive and continuous improvement within our organization. We believe that our CEFEX certification is yet another way to demonstrate we are acting in our clients’ best interest. Additionally, we would like to especially thank our clients and trusted peers for their continued support.

For more information, please click HERE.